Purchases and Sales Made in Q4 2024 in Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL) during Q4 2024. The information is specifically focused on institutions that hold shares of ORACLE CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
118+ 10.63% |
$19.5K - $22.7K
|
1.23K
$156K
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
117+ 5.51% |
$19.4K - $22.5K
|
2.24K
$285K
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
116+ 1.39% |
$19.2K - $22.3K
|
8.48K
$1.08M
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
115+ 6.06% |
$19K - $22.1K
|
2.01K
$256K
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
115+ 2.54% |
$19K - $22.1K
|
4.65K
$592K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
113+ 8.19% |
$18.7K - $21.7K
|
1.49K
$190K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
113+ 1.21% |
$18.7K - $21.7K
|
9.42K
$1.2M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
112+ 6.34% |
$18.5K - $21.6K
|
1.88K
$239K
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
111+ 3.1% |
$18.4K - $21.4K
|
3.7K
$470K
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
111+ 5.81% |
$18.4K - $21.4K
|
2.02K
$257K
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
111+ 1.88% |
$18.4K - $21.4K
|
6.01K
$764K
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
111+ 0.39% |
$18.4K - $21.4K
|
28.7K
$3.65M
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
110+ 0.31% |
$18.2K - $21.2K
|
36K
$4.58M
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
109+ 0.96% |
$18K - $21K
|
11.5K
$1.46M
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
109+ 4.54% |
$18K - $21K
|
2.51K
$319K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
108+ 12.07% |
$17.9K - $20.8K
|
1K
$128K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
107+ 4.87% |
$17.7K - $20.6K
|
2.31K
$293K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
107+ 4.29% |
$17.7K - $20.6K
|
2.6K
$331K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
107+ 1.39% |
$17.7K - $20.6K
|
7.79K
$991K
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
107+ 8.39% |
$17.7K - $20.6K
|
1.38K
$176K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
106+ 1.49% |
$17.5K - $20.4K
|
7.21K
$917K
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
105+ 0.64% |
$17.4K - $20.2K
|
16.5K
$2.1M
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
105+ 4.74% |
$17.4K - $20.2K
|
2.32K
$295K
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
105+ 3.76% |
$17.4K - $20.2K
|
2.9K
$369K
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
104+ 0.92% |
$17.2K - $20K
|
11.4K
$1.45M
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
102+ 4.02% |
$16.9K - $19.6K
|
2.64K
$336K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
102New |
$16.9K - $19.6K
|
102
$13K
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
100+ 2.66% |
$16.5K - $19.2K
|
3.87K
$492K
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
100+ 2.81% |
$16.5K - $19.2K
|
3.67K
$466K
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
100+ 8.01% |
$16.5K - $19.2K
|
1.35K
$172K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
100New |
$16.5K - $19.2K
|
100
$12.7K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
100New |
$16.5K - $19.2K
|
100
$12.7K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
99+ 3.58% |
$16.4K - $19.1K
|
2.86K
$364K
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
99+ 1.82% |
$16.4K - $19.1K
|
5.55K
$706K
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
97+ 4.08% |
$16K - $18.7K
|
2.47K
$315K
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
96+ 1.04% |
$15.9K - $18.5K
|
9.3K
$1.18M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
96+ 2.24% |
$15.9K - $18.5K
|
4.39K
$558K
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
96+ 3.96% |
$15.9K - $18.5K
|
2.52K
$321K
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
94+ 14.4% |
$15.5K - $18.1K
|
747
$95K
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
94+ 0.93% |
$15.5K - $18.1K
|
10.2K
$1.3M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
91+ 1.47% |
$15.1K - $17.5K
|
6.3K
$801K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
87+ 89.69% |
$14.4K - $16.7K
|
184
$23.4K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
87+ 0.53% |
$14.4K - $16.7K
|
16.4K
$2.09M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
87+ 1.46% |
$14.4K - $16.7K
|
6.03K
$768K
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
86+ 5.83% |
$14.2K - $16.5K
|
1.56K
$199K
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
85+ 0.78% |
$14.1K - $16.4K
|
10.9K
$1.39M
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
85+ 0.3% |
$14.1K - $16.4K
|
28.3K
$3.6M
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
85+ 4.36% |
$14.1K - $16.4K
|
2.03K
$259K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
84+ 1.58% |
$13.9K - $16.2K
|
5.38K
$685K
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
83+ 4.07% |
$13.7K - $16K
|
2.12K
$270K
|